How do I add an attachment to an estimate on the web?

You can add an attachment to the estimate that you send to your customer.  To do this, follow the below instructions:

  • In the estimate draft page, tap the note tab 
  • You can add a private note or a public note (this note is customer facing)
  • We allow you to add text, a photo or even a PDF to your notes
  • Once you save, this note will appear on the second page of the PDF you send to your customer. 

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